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Posted Apr 18, 2026

Director/Managing Director – Public Finance Senior Advisor

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Location: Charlotte, NC or Annapolis, MD or Remote Job Description: This individual will serve as a senior advisor within our firm. Responsibilities: • Marketing to and earning the business of prospective clients • Leading client relationships • Directing the client/deal process • Assigning deal work, proposals, presentations to junior bankers • Teaching and directing junior bankers • Directing the preparation of expert quality presentations/proposals/letters/memos • Sharing ideas and useful information with colleagues • Formulating insightful financial analyses in DBC (delegated) • Oversight of pricing process and analysis • Ability to direct creation of FTA’s propriety Excel models (capital planning, pricing) • Demonstrating an in-depth understanding of the municipal industry • Providing meaningful feedback to offering and bond documents and knowledge of what they should contain • Understanding and following industry regulations • Public speaking and conference attendance Qualifications: • Organized, proactive, detail oriented and accurate work style • Strong communication and teaching skills • Knowledge of Excel, Word, PowerPoint, Teams • Ability to direct juniors in DBC, financial modeling, credit analysis • Expert knowledge of the public finance industry Compensation: • Salary depends upon experience and qualifications • Opportunity to earn year-end incentive compensation • Benefits package including medical, dental, vision, 401(k) and life insurance • Paid holidays • Flexible time off (with manager approval)
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